Investment Data Analyst
Bhagyashree YewleUnited StatesLEADPosted 3h ago
ExcelFactSetPerformance DataReference DataMarket Data
About the Role
We are seeking an Investment Data Analyst to support investment data and performance-related initiatives. This role involves translating business requirements into data requirements and defining new reference-data attributes for portfolios, instruments, and other investment objects.
Key Responsibilities
• Translate business requirements into data requirements
• Define new reference-data attributes for portfolios, instruments, and other investment objects
• Support the collection, normalization, validation, and migration of historical performance data from legacy systems into FactSet
• Work across the investment-performance data ecosystem, including portfolio setup, accounting data, performance generation, analytics, and reporting
Requirements
• Highly proficient in Excel
• Comfortable working with large datasets, spreadsheets, and performance data
• Experience with reference data and market data
• Knowledge of investment performance workflows
• Experience with FactSet or similar financial data platforms